QuickBooks & Accounting Outsourcing Services for CPAs

Let my 16+ years of experience as a QuickBooks ProAdvisor and CPA turn your clients with challenging books into your best! Let’s get started now!

Talk to me when your clients present you with situations such as:

  • Years of missing or unreconciled books
  • Balance Sheet or Income Statement that make no sense
  • Uncategorized assets, undeposited funds, or other common and unusual QuickBooks situations
  • Needs fast help to apply for a loan, sell a business, or take on a partner
  • Needs help making QuickBooks work for the business instead of against it.
badge icons for quickbooks certified proadvisor for advanced qb desktop, advanced qb online, and enterprise certifications

QuickBooks & Accounting Outsourcing Services for CPAs

Let my 16+ years of experience as a QuickBooks ProAdvisor and CPA turn your clients with challenging books into your best! Let’s get started now!

Talk to me when your clients present you with situations such as:

  • Years of missing or unreconciled books
  • Balance Sheet or Income Statement with balances that make no sense
  • Uncategorized assets, undeposited funds, or other common and unusual QuickBooks situations
  • Needs fast help to apply for a loan, sell a business, or take on a partner
  • Needs help making QuickBooks work for the business instead of against it.
badge icons for quickbooks certified proadvisor for advanced qb desktop, advanced qb online, and enterprise certifications

QuickBooks Consulting & Accounting Outsourcing Testimonials

I do NOT prepare taxes, so CPAs and tax preparers can confidently refer your clients to me. Whether they need multiple years of books created quickly, or are facing QuickBooks reports that make no sense, or are just needing to get a fresh start with QuickBooks configured to work for them instead of against them...I can help. If you (or your client) can explain it, I can account for it. Here are a few testimonials from CPAs who referred their clients.

I am another CPA in South Florida and had been searching for a QuickBooks expert for years to assist me with QB matters that my clients had which were beyond my scope. Mindi takes a problem, thinks it through, and is able to explain the solution to a small business owner, to their bookkeeper, or to another CPA in a language they can understand. Continue Reading

Laura Weiner, CPA

“I have been working with Mindi for a few years now. She came to me through a client of mine and I have to say, I have never worked with a QB expert with this great level of expertise. I am a tax preparer with a private practice in Broward County and it is hard to find someone that can speak my language and understand exactly how I need the booksContinue Reading

Anne Reinstein, CPA

“I am a CPA sole practitioner/tax preparer in Hollywood, FL. I have worked with Mindi since the start of her consulting practice. She is very bright, responsive, and reliably produces quality work for all of the clients I have referred over the years. She is not only able to resolve issues with very messy accounting, accounting for multiple years, and set up QuickBooks… Continue Reading

Malcolm Leonard, CPA

mindi perrotta cpa talking with an outsourced CPA client online

What You Can Expect From Me

Whether you refer a one-time project to clean up or set up QuickBooks or an ongoing accounting/bookkeeping engagement, you will receive books in an efficient manner:

  • A clean and reviewed Profit & Loss Statement
  • All Balance Sheet accounts reconciled, tied to source documents, and related to the previous year
  • Details on all fixed assets
  • Payroll grossed up and tied out
  • All you have to do is record depreciation.

Mostly, you will receive a happy client with books that are easier for you to work with.

I do NOT prepare taxes so you can rest assured that your tax return client will return to you for that service and any other services you currently provide them. I ethically assist you and the clients you refer.

Let's Chat

    Examples of How I Can Help Your Clients

    When you refer Quickbooks consulting or bookkeeping services to Mindi, they are a top priority. Let us help your clients as we have in the client stories below.

    Let me begin this review by stating that I rarely write reviews – because I strongly believe that if you pay a professional to do a job, they should go above and beyond to exceed the customers’ expectations, take pride in their work, and do the work as efficiently as possible. Well, Mindi did all of that and much, much more. Continue Reading

    Don S

    “I first met Mindi after seeking someone who was specifically trained with QBPRO since my accountant was not familiar with the software. Not only did she quickly and efficiently work through the mess she was tasked with, she also had a great sense of humor about it. She is patient and not judgmental. Mindi took the time… Continue Reading

    Sabrina B

    “Mindi is more than just a superb accountant, a brilliant individual, and a wonderful teacher: she also epitomizes compassion and integrity. I thank the Lord for Mindi Perrotta. She helped to keep me and my recently deceased husband’s company from crumbling. Mindi’s indefatigable patience and cheerful willingness to assist her clients… Continue Reading

    Dyanne M

    “I struggled to get on top of my finances and understand QuickBooks. Mindi was fantastic! She’s professional, knows her stuff, worth every penny. She updated my accounts in a timely manner and explained things clearly. She was very mindful of our time and worked quickly. I highly recommend her and will continue to work with her in the future.”

    RhondaZ

    “We came to Mindi after reading a review posted by someone with similar circumstances. After one call with Mindi, we knew we made the right choice. Mindi is thorough, persistent and very detail-oriented. Our books are very complicated. She had no trouble organizing them in a way that was useful to us. I highly recommend Mindi for any QuickBooks issues!”

    Mindy B

    mindi perrotta cpa in a blue blouse with arms crossed




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